Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts
Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States.
Phone: 7815560044.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Discover the expertise of Joshua Shepherd, a dedicated financial advisor serving clients from his office at Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr Ste 100 in Hingham, MA. With a commitment to helping clients achieve their financial goals, Shepherd offers a comprehensive range of services.
Main Services
- Financial Planning: Shepherd works closely with clients to create tailored financial plans that align with their unique goals and dreams. This holistic approach covers retirement planning, investment strategies, tax planning, and estate planning.
- Investment Services: With a thorough understanding of the market and a commitment to staying up-to-date with the latest investment strategies, Shepherd provides clients with expert guidance on investing their assets wisely. This includes portfolio management, mutual funds, and ETFs.
- Retirement Planning: Shepherd specializes in helping clients plan for a comfortable retirement. He provides guidance on retirement accounts, pension plans, and Social Security optimization to ensure clients can enjoy their golden years with financial peace of mind.
- Estate Planning: Shepherd assists clients in creating and implementing estate plans that protect their assets and ensure their legacy. This includes wills, trusts, and strategies for minimizing estate taxes.
Location and Access
Joshua Shepherd's office is conveniently located in the heart of Hingham, Massachusetts, at 25 Recreation Park Dr Ste 100. The office is easily accessible from major roadways, including Route 3 and Route 123. For those using public transportation, the Hingham Center MBTA Commuter Rail Station is just a short distance away. Parking is available on-site, with wheelchair-accessible spaces provided.
Featured Characteristics
- Personalized Attention: Shepherd takes the time to understand each client's unique financial situation and goals, providing personalized advice and strategies.
- Comprehensive Approach: Shepherd offers a wide range of services, allowing clients to address all their financial needs in one place.
- Community Focus: As a local financial advisor, Shepherd is committed to serving the financial needs of the Hingham community and its surrounding areas.
- Wheelchair Accessibility: Shepherd's office is wheelchair-accessible, ensuring that all clients can access his services comfortably.
Practical Information
To schedule an appointment with Joshua Shepherd, clients can call the office at 781-556-0044 or visit the website at ameripriseadvisors.com. Online appointments are also available for clients' convenience. The office is open Monday through Friday, from 9:00 AM to 5:00 PM, with evening and weekend appointments available upon request.
While there are no reviews available for Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC on Google My Business, clients can expect personalized, professional, and comprehensive financial advice tailored to their unique needs.
Opinions
With no available reviews, potential clients are encouraged to reach out to Joshua Shepherd directly to learn more about his financial advice services and how he can help them achieve their financial goals.